Automation, tailored to how your business works
FirmClerk designs, builds, and runs custom AI-agent workflows for your business. We map how you actually work, build the automation, connect it to your systems, and operate it day to day. Your team stays in control.
Off-the-rack automation never quite fits
Tools like n8n, Zapier, and Make hand you a blank canvas and a login. You still have to design the workflow, wire the integrations, connect the AI, and keep it all running. FirmClerk is the other way to buy automation.
Off-the-rack
n8n · Zapier · Make · do-it-yourself
- You design and build every workflow yourself
- You own the integrations when they break
- Connecting AI agents safely is on you
- Generic templates that fit no one exactly
Tailored by FirmClerk
measured · built · run for you
- We map how your business actually works
- We build the agents and integrations, and maintain them
- We run it day to day, with your people in control
- Cut to your workflows, not a generic template
Measured, cut, and fitted
A tailor doesn't sell you a suit off a rack. The same goes for your automation: we start from your work, not a template.
Map your workflows
We sit with your team and trace how work actually moves through your business today, where the time goes, and what's worth automating first.
Build the agents
We build the AI agents and workflows on the FirmClerk platform, connect them to your tools, and add the guardrails and approvals that keep you in control.
Run it alongside you
We deploy it, watch it, and keep it fitted as your business changes. You oversee the work and own every client relationship.
Two ways the work gets done
Some work you hand to an agent and check off. Some work runs across many steps and many agents on its own. FirmClerk builds both, and keeps a person in the loop where it matters.
You delegate. The agent does. You approve.
Hand a task to an agent the way you'd hand it to a capable assistant: draft this, reconcile that, answer this client. It does the work and brings it back for your sign-off when the stakes are high.
Agents coordinate the multi-step work.
For workflows that span several steps and systems, agents hand off to each other and run the process end to end, escalating to a person only when something needs judgment.
We build it, run it, and answer for it
FirmClerk is a managed service, not a tool you're left to operate. A core platform does the heavy lifting; the rest is cut to fit your business and looked after by us.
You get the outcomes of a full automation team without having to become one.
We own the agents, integrations, and upkeep, including the parts that break at 2am.
Approvals, limits, and audit trails so automation never runs past where you want it to.
Real people who know your build and answer when something needs a human.
What we automate
FirmClerk works for any business with repetitive, multi-step work. We organize by what the work does, not by industry. The examples below come from different industries; the practice is the same, cut to fit each one.
Invoice matching and posting
Agents read invoices, match them to POs and receipts, post the clean ones, and queue the exceptions for review.
Lead intake, enrichment, and routing
New leads are captured, enriched, scored, and routed to the right person with context attached, in seconds.
Ticket triage and first response
Incoming tickets are classified, answered where they're routine, and escalated with a summary where they're not.
Client onboarding sequences
Document requests, checks, and setup steps run on their own, with a person looping in to approve the milestones.
Order and fulfilment sync
Orders, inventory, and fulfilment stay reconciled across systems without anyone re-keying between them.
Document collection and follow-up
Agents request what's missing, chase it down, and track it to done, so your team stops playing inbox tag.
Don't see your workflow? That's the point. We build for what your business actually does.
We'd tried wiring up Zapier ourselves twice and it never stuck. FirmClerk mapped our process, built the agents, and now runs it. Three people got a day a week back, and we didn't have to learn a thing.
Book a fitting
Tell us what your business does and where the time goes. We'll show you what FirmClerk would build and run for you. Early access is open now.